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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,184 | $181,896-12.5% | $156,551+1.7% | $273,972-41.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 5.59% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $5,970 | $6,248-4.4% | $5,501+8.5% | $4,869+22.6% |
| Participant deferral / active EE | $4,739 | $5,550-14.6% | $4,871-2.7% | $5,287-10.4% |
| Admin fee / account holder | $26 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |